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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,140 | $76,608-88.1% | $56,077-83.7% | $145,877-93.7% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | -13.43% | 3009.59%-3023.0pp | 1709.28%-1722.7pp | 551.28%-564.7pp |
| Employer contribution / active EE | $2,040 | $1,382+47.7% | $1,040+96.1% | $4,663-56.2% |
| Participant deferral / active EE | $2,122 | $2,624-19.1% | $1,954+8.6% | $6,691-68.3% |
| Admin fee / account holder | $1,489 | $3,325-55.2% | $2,825-47.3% | $13,402-88.9% |